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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
QI
901
Qtron Investments
Massachusetts
$1.09M -$213K -2,234 -17%
WT
902
Washington Trust
Rhode Island
$1.08M -$41.1K -432 -4%
PFSC
903
Peoples Financial Services Corp
Pennsylvania
$1.07M -$69.1K -726 -6%
QWM
904
Quadcap Wealth Management
Texas
$1.07M -$36.5K -383 -3%
EDRH
905
Edmond de Rothschild Holding
Switzerland
$1.07M -$467K -4,904 -31%
DAS
906
Diversify Advisory Services
Utah
$1.07M +$8.76K +92 +0.9%
MYIA
907
Mount Yale Investment Advisors
Colorado
$1.05M +$14.4K +151 +1%
VWM
908
Venturi Wealth Management
Texas
$1.05M +$22.8K +240 +2%
WPC
909
Wedmont Private Capital
Pennsylvania
$1.05M +$152K +1,594 +19%
FHA
910
First Horizon Advisors
Tennessee
$1.05M +$113K +1,182 +12%
AWE
911
Avidian Wealth Enterprises
Texas
$1.04M +$64.1K +673 +7%
AC
912
Abbrea Capital
California
$1.04M -$53.3K -560 -5%
MCM
913
Mork Capital Management
California
$1.04M – – –
PPWP
914
Premier Path Wealth Partners
New Jersey
$1.03M -$205K -2,152 -17%
LF
915
Lee Financial
Texas
$1.03M -$539K -5,665 -35%
PP
916
Paloma Partners
Connecticut
$1.03M -$1.23M -12,931 -55%
MMPW
917
Mitchell McLeod Pugh & Williams
Alabama
$1.02M +$666 +7 +0.1%
KWA
918
Kingswood Wealth Advisors
California
$1.02M +$4.95K +52 +0.5%
MG
919
Mather Group
Illinois
$1.02M +$128K +1,345 +14%
WIA
920
World Investment Advisors
California
$1.01M +$989K +10,389 New
JF
921
Jump Financial
Illinois
$1.01M -$66.3K -696 -6%
TPI
922
Trust Point Inc
Wisconsin
$1.01M -$28.5K -299 -3%
SWA
923
Stratos Wealth Advisors
Ohio
$995K +$666 +7 +0.1%
DLHL
924
Donald L. Hagan LLC
Florida
$994K -$112K -1,178 -10%
GCM
925
Gibraltar Capital Management
Oklahoma
$991K – – –
35 36
37
38 39